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Disclosery

Pacific Center for Financial Services: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Center for Financial Services on JEPI, newest first. How the timeline and the estimate are built.

Pacific Center for Financial Services held 154,440 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,440 shares
    Change vs previous 13F -227 shares

    1.95% of the 13F portfolio, value $8,722,783.

    13F-HR 0001698222-26-000004 filed by Pacific Center for Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 154,667 shares
    Change vs previous 13F -5,661 shares

    2.22% of the 13F portfolio, value $8,766,552.

    13F-HR 0001698222-26-000002 filed by Pacific Center for Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 160,328 shares
    Change vs previous 13F 0 shares

    2.33% of the 13F portfolio, value $9,154,738.

    13F-HR 0001698222-26-000001 filed by Pacific Center for Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 160,328 shares
    Change vs previous 13F +1,455 shares

    2.33% of the 13F portfolio, value $9,154,738.

    13F-HR 0001698222-25-000002 filed by Pacific Center for Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 158,873 shares
    Change vs previous 13F -512,937 shares

    2.45% of the 13F portfolio, value $9,031,892.

    13F-HR 0001398344-25-015983 filed by Pacific Center for Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 671,810 shares
    Change vs previous 13F +2,901 shares

    10.18% of the 13F portfolio, value $38,387,196.

    13F-HR 0001398344-25-009592 filed by Pacific Center for Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 668,909 shares
    Change vs previous 13F +9,048 shares

    9.9% of the 13F portfolio, value $38,482,308.

    13F-HR 0001398344-25-003005 filed by Pacific Center for Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 659,861 shares
    Change vs previous 13F not available

    10.34% of the 13F portfolio, value $39,268,365.

    13F-HR 0001398344-24-020966 filed by Pacific Center for Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).